Cerity Partners

Cerity Partners Portfolio holdings

AUM $61.7B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.7B
AUM Growth
+$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,660
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$252M
3
+$186M
4
NVDA icon
NVIDIA
NVDA
+$165M
5
AVGO icon
Broadcom
AVGO
+$159M

Top Sells

1
+$202M
2
+$119M
3
+$108M
4
INTU icon
Intuit
INTU
+$88.4M
5
ADP icon
Automatic Data Processing
ADP
+$53.5M

Sector Composition

1 Technology 15.97%
2 Financials 8.41%
3 Healthcare 7.31%
4 Consumer Staples 5.44%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4.09M 0.01%
37,710
+8,278
802
$4.08M 0.01%
32,067
+2,745
803
$4.07M 0.01%
19,418
+10,592
804
$4.07M 0.01%
23,530
+2,815
805
$4.07M 0.01%
61,369
-1,804
806
$4.06M 0.01%
138,799
-2,406
807
$4.06M 0.01%
25,342
-9,667
808
$4.06M 0.01%
62,280
+16,620
809
$4.06M 0.01%
99,537
-6,896
810
$4.05M 0.01%
465,333
-579,385
811
$4.05M 0.01%
38,385
+16,922
812
$4.04M 0.01%
62,091
-4,560
813
$4.04M 0.01%
20,390
+4,179
814
$4.04M 0.01%
117,940
+19,957
815
$4M 0.01%
75,030
-7,074
816
$3.97M 0.01%
51,013
-11,949
817
$3.97M 0.01%
12,132
+284
818
$3.95M 0.01%
14,642
+1,117
819
$3.94M 0.01%
86,609
+45,502
820
$3.94M 0.01%
84,503
-12,579
821
$3.94M 0.01%
26,845
-501
822
$3.93M 0.01%
97,167
-28,580
823
$3.91M 0.01%
84,448
-4,295
824
$3.91M 0.01%
92,667
+71,276
825
$3.88M 0.01%
84,287
+75,678
31 32
33
34 35